Analyzing 6,632,2586.6M ReviewsFor 18,54118.5K Experts

Experts Reviews · Company report
DurhamLoyal Wealth Management logoHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%98+57.5Reliability 26%99+25.8Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE

DurhamLoyal Wealth Management

Pembroke Pines, FL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #7Position by Experts Score among all companies we track in this category. of 51 retirement planning · 5.0★ from 77 Google reviews

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Percentile vs other retirement planning (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: value and momentum; weakest: satisfaction.

SatisfactionSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.DurhamLoyal Wealth Management is better than 98% of retirement planning.A
98
ReliabilityReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.DurhamLoyal Wealth Management is better than 99% of retirement planning.A
99
Craft & serviceCraft & service · 0% of the scoreGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.DurhamLoyal Wealth Management is better than —% of retirement planning.–
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ValueValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.DurhamLoyal Wealth Management is better than 100% of retirement planning.A
100
MomentumMomentum · 0% of the scorePenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.DurhamLoyal Wealth Management is better than 100% of retirement planning.A
100
Replies to reviewsReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.DurhamLoyal Wealth Management is better than —% of retirement planning.–
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Reviews for your job

Customers hired DurhamLoyal Wealth Management for 5 kinds of job.

DurhamLoyal Wealth Management for financial plan

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.17
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—
Rank for this jobPosition of this company in the Job match ranking for this job among the companies we track.Its Job match: 93/100.How Job match is calculatedBuilt only from reviews Google tagged “Financial plan”:Stars on this job 55%Number of such jobs 25%Overall Experts Score 20%Stars are pulled toward the category average when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.#3 / 26
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 17 Google reviews tagged “Financial plan”

Maureen5 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · Edited 4 days ago★★★★★

expert guidance in retirement planning! I’m so thankful for their input in navigating through the process & successfully completing transactions towards financial security. You guys make a difference!

Great priceFinancial planRetirement savings consultingInvestment advising
Etienne3 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 weeks ago★★★★★

It was a pleasure to work with DurhamLoyal Wealth Management. Up to this day, everything is working for me. Great service driven by trust and satisfaction rather than just convenience or price.

Great priceFinancial planEstate planningRetirement savings consulting
Alex13 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Such kind & attentive service! Thank you Pat for taking the time to explain (pretty much) everything I needed to know! Good to know you guys have my back!!

Great priceFinancial planRetirement savings consultingWealth management
Anna10 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

In the past three and a half years I have been advised and assisted by a DurhamLoyal Wealth Management Representative, with clear professional knowledge, personalized plans, honest explanations, and always a client-centered perspective.

Financial planRetirement savings consultingInvestment advising
Lourdes3 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Very professional and helpful with any questions or assistance at any time . Very accessible, Family oriented

Great priceFinancial planRetirement savings consultingInvestment advising
Monica1 reviewTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Exceptional service,people who care about you and financial planning.

Reasonable priceFinancial planRetirement savings consulting
Michael1 reviewTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Hiring David Durham has been one of the biggest and most important decisions I’ve made in my life. I was with another nationwide wealth management firm that made costly unprofessional mistakes, and I could never contact the manager of my funds directly.. David And the crew have been lifesavers for myself and my…

Great priceFinancial planEstate planningRetirement savings consulting
PHYLLIS4 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

They are great, very attentive. They explained everything throughly. They follow up with you. I’m glad I chose them for my investments and Will & Trust. Will recommend other people to use them.

Reasonable priceFinancial planEstate planningInvestment advising
Joseph5 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Mr Richard Price is very knowledgeable in his field of expertise.

Great priceFinancial planRetirement savings consultingTax planning
AngelaLocal Guide · 24 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Very thorough advice. Will go back if I need to. Reasonable prices too.

Not sureFinancial plan
Nelson7 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★

Excellent services, very professional and friendly

Great priceFinancial planEstate planningRetirement savings consulting
Myriam9 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★

We enjoy greatly Gary's advice and friendship. Everybody in the office are very nice and caring

Financial planEstate planningRetirement savings consulting
JewelrytechologyLocal Guide · 15 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★

David and Pat are great professionals, down to earth and very helpful, answering all my concerns, questions and clarifying many misconceptions , but most of all, they listened very carefully to guide me in the correct direction, looking forward to the next consultation

Great priceFinancial planEstate planningRetirement savings consulting
CarloLocal Guide · 22 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 months ago★★★★★

An extremely proficient Financial Firm! They have a Team Leader (Mr. Richard Price) who is one of the leading Experts in Social Security Benefits and Estate Planning in the Nation. DurhamLoyal has unique Wealth Management strategies that are superior to the standard Investment Firms - - very knowledgeable about…

Financial planEstate planningInvestment advising
patricia5 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 months ago★★★★★

Richard Price was very knowledgeable and professional and trustworthy. I highly recommend him.

Not sureFinancial plan
Marc6 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 months ago★★★★★

Very friendly and professional. Gathered data in detail with the plan of moving forward promptly.

Financial plan
Janice9 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 months ago★★★★★

Rating only, no written review.

Reasonable priceFinancial planRetirement savings consulting

Price

Not enough reviews with a price yet.

Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Great price 50%Reasonable 40%Overpriced 0%Not sure 10%

Jobs customers hired them for

JobReviewsCategory typical
Retirement savings consulting21—
Estate planning21—
Financial plan17—
Investment advising11—
Wealth management5—

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